DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Manager
Columbia Threadneedle
EIN 411533211
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
3
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
28
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| UA of Plumbers & Pipefitters Local 51 Pension Plan | 3 | 0 | Pooled vehicles | Apr 30, 2023 | Apr 30, 2025 |
Funds on the tape
1 vehicles
- Columbia Funds3 rows
Corporate and Taft-Hartley plans (Schedule C)
28 plans
- Pension Fund of Heat and Frost Insulators Local 12plan years 2025
- Local 91 Pension Fundplan years 2025
- Alliance for Audited Media Retirement Income Planplan years 2025
- Michigan Bac Pension Fundplan years 2024
- Roofers Local No. 9 Pension Planplan years 2023
- Pension Fund of Local Union No. 274plan years 2023
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acctplan years 2023
- Mid-America Carpenters Regional Council Pension Fundplan years 2023
- United Mine Workers of America 1985 Construction Workers Pension Planplan years 2023
- Plumbers Local Union No. 200 Pension Fundplan years 2023
- Local 295 I.B.T. Employer Group Pension Trust Fundplan years 2023
- Laborers Local 1298 of Nassau & Suffolk Counties Pension Fundplan years 2023
- NEW York District Council of Carpenters Pension Plplan years 2023
- Ohio Carpenters' Pension Planplan years 2023
- Local 282 Pension Trust Fundplan years 2022
- The Bank of America Pension Planplan years 2022
- International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Planplan years 2022
- Boca Raton Regional Hospital Employees Pension Planplan years 2022
- NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fundplan years 2022
- UBS Financial Services Inc. Pension Planplan years 2022
- Jpmorgan Chase Retirement Planplan years 2022
- Cemex, Inc. Pension Planplan years 2022
- Milwaukee Drivers Pension Planplan years 2022
- U.A. Local No. 393 Defined Benefit Pension Planplan years 2022
- United Wire, Metal & Machine Pension Fundplan years 2022
- Local 810 Affliated Pension Planplan years 2022
- Southern Nevada Culinary and Bartenders Pension Planplan years 2022
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevadaplan years 2017
Commitment rows
3 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | UA of Plumbers & Pipefitters Local 51 Pension Plan | Columbia Fundscollective trust | Pooled vehicles | $631,168 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | UA of Plumbers & Pipefitters Local 51 Pension Plan | Columbia Fundscollective trust | Pooled vehicles | $590,832 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | UA of Plumbers & Pipefitters Local 51 Pension Plan | Columbia Fundscollective trust | Pooled vehicles | $561,756 held | Disclosed holding | askebsa.dol.gov |
What changed
- Columbia Threadneedle appears on Mid-America Carpenters Regional Council Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Thread Needle no longer appears on Cement Masons Pension Trust Fund for Northern California's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPension Plan for the Employees of L'Oreal Travel Retail Americas, Inc.Columbia Management Investment appears on Pension Plan for the Employees of L'Oreal Travel Retail Americas, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Management Investment Adv no longer appears on Ohio Carpenters' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension FundColumbia Management Investment Advi no longer appears on NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Mgmt Invest Advisors appears on Sisecam US Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- American Express Asset Management no longer appears on Owens Corning Merged Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Mgmt Investment Advisers no longer appears on Southern Nevada Culinary and Bartenders Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Management Investment Adv no longer appears on Bridgestone Americas, Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Threadneedle appears on Michigan Bac Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaColumbia Mgmt Investment Advisors appears on Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Threadneedleaskebsa.dol.gov
- Columbia Management Investment Advi appears on Roofers Local No. 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Threadneedleaskebsa.dol.gov